+69.8%
IBIT vs A
+17.8%
+52.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.6% |
| 7D | +3.0% | -1.9% | +5.0% | +3.5% |
| 30D | +23.1% | +6.9% | +16.2% | +21.2% |
| 3M | +25.6% | +9.2% | +16.3% | +22.8% |
| 6M | +9.1% | +25.7% | -16.5% | +2.2% |
| YTD | -8.9% | +11.5% | -20.4% | -11.3% |
| 1Y | -27.5% | +18.4% | -45.8% | -30.9% |
| All | +69.8% | +17.8% | +52.1% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling